Max Garrison, financial advisor Mount Dora FL

Max Garrison

CRD Number: 5039905
Current Firm: Cetera Advisor Networks LLC

Max Garrison (CRD# 5039905) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Mount Dora, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Dec 2019 - Current 1
Summit Financial Group Mount Dora, FL Dec 2019 - May 2021 1
Lpl Financial LLC Mount Dora, FL Jul 2009 - Dec 2019 10
Collaborative Wealth Management, Inc. (collaborative Wealth) Mount Dora, FL Jan 2017 - Dec 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S66 NASAA Uniform Combined State Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Max R. Garrison
Phone Number: 310-326-3100
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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